Twin Tree Management
OZK icon

Twin Tree Management’s Bank OZK OZK Stock Holding History

Twin Tree Management’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,541
Closed -$400K – 1641
2025
Q3 		$435K Buy
+8,541
New +$436K ﹤0.01% 1294
2022
Q3 		– Sell
-25,435
Closed -$955K – 1601
2022
Q2 		$955K Buy
25,435
+10,177
+67% +$402K ﹤0.01% 1217
2022
Q1 		$652K Buy
15,258
+10,149
+199% +$473K ﹤0.01% 1339
2021
Q4 		$238K Sell
5,109
-6,025
-54% -$275K ﹤0.01% 1412
2021
Q3 		$479K Buy
+11,134
New +$464K ﹤0.01% 1297
2020
Q3 		– Sell
-1,014
Closed -$24K – 1513
2020
Q2 		$24K Buy
1,014
+50
+5% +$1.07K ﹤0.01% 1372
2020
Q1 		$16K Sell
964
-1,277
-57% -$32.8K ﹤0.01% 1229
2019
Q4 		$68K Buy
+2,241
New +$65.7K ﹤0.01% 1099
2019
Q3 		– Sell
-998
Closed -$30K – 1439
2019
Q2 		$30K Buy
+998
New +$30.9K ﹤0.01% 1060
2018
Q4 		– Sell
-3,709
Closed -$141K – 1468
2018
Q3 		$141K Buy
+3,709
New +$152K ﹤0.01% 945

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Twin Tree Management's OZK Position: Q4 2025 in Review

Twin Tree Management sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 8,541 shares — an estimated $400K sold.

Twin Tree Management first reported a position in OZK in Q3 2018 and held it in 10 quarters. The position peaked at $955K in Q2 2022. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Twin Tree Management reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Twin Tree Management sold 8,541 Bank OZK shares in Q4 2025, an estimated $400K.
  • Twin Tree Management first reported a position in Bank OZK in Q3 2018 and held it in 10 quarters.
  • Twin Tree Management's Bank OZK position peaked at $955K in Q2 2022.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Twin Tree Management's 13F filing for Q4 2025, filed 11 Feb 2026.